Disclosure Quest - Search SEC Filings

Name	Type of Offering	Accepted Date
Griffin Capital (Heritage - Gonzales, LA) DST See All Filings	D/A	2025-12-29 09:33:27 UTC
Amount To Be Raised $37,129,367 Associated Brokers / Dealers Stacey Morimoto, Greg McEwin, Ivan West, Jeffrey Proeh, DFPG Investments, LLC, Mckenna Duncan, Peter Marzo, Roger Bowlin, Peter Roberts, Joseph Michaletz, Michael O'Toole, Dan Williams, Independent Financial Group, LLC, RCX Capital Group, LLC, Paul Hogenson, Brian Perkins, David Hovis, Maximilian Meadows, Craig Lewis, Concorde Investment Services, LLC, Cetera Wealth Services, LLC, Thomas Manning, Brianna Gieselman, and David Pederson CIK Number 0002074085 Filed Document 0002074085-25-000011 Exclusions or Exemptions 506b Accepted Date 2025-12-29 09:33:27 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Equity
Griffin Capital (Heritage - Gonzales, LA) DST See All Filings	D/A	2025-12-05 16:52:05 UTC
Amount To Be Raised $37,129,367 Associated Brokers / Dealers Stacey Morimoto, Greg McEwin, Ivan West, Jeffrey Proeh, DFPG Investments, LLC, Mckenna Duncan, Peter Marzo, Roger Bowlin, Peter Roberts, Joseph Michaletz, Michael O'Toole, Dan Williams, Independent Financial Group, LLC, RCX Capital Group, LLC, Paul Hogenson, Brian Perkins, David Hovis, Maximilian Meadows, Craig Lewis, Concorde Investment Services, LLC, Cetera Wealth Services, LLC, and Thomas Manning CIK Number 0002074085 Filed Document 0002074085-25-000010 Exclusions or Exemptions 506b Accepted Date 2025-12-05 16:52:05 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Equity
Griffin Capital (Heritage - Gonzales, LA) DST See All Filings	D/A	2025-11-14 09:42:47 UTC
Amount To Be Raised $37,129,367 Associated Brokers / Dealers Stacey Morimoto, Greg McEwin, Ivan West, Jeffrey Proeh, DFPG Investments, LLC, Mckenna Duncan, Peter Marzo, Roger Bowlin, Peter Roberts, Joseph Michaletz, Michael O'Toole, Dan Williams, Independent Financial Group, LLC, RCX Capital Group, LLC, Paul Hogenson, Brian Perkins, David Hovis, Maximilian Meadows, Craig Lewis, Concorde Investment Services, LLC, and Cetera Wealth Services, LLC CIK Number 0002074085 Filed Document 0002074085-25-000009 Exclusions or Exemptions 506b Accepted Date 2025-11-14 09:42:47 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Equity
Griffin Capital (Heritage - Gonzales, LA) DST See All Filings	D/A	2025-10-14 09:43:38 UTC
Amount To Be Raised $37,129,367 Associated Brokers / Dealers Stacey Morimoto, Greg McEwin, Ivan West, Frank Kuiper, Jeffrey Proeh, DFPG Investments, LLC, Mckenna Duncan, Peter Marzo, Roger Bowlin, Robert Butts, Gaston Escudero, Peter Roberts, Joseph Michaletz, Michael O'Toole, Dan Williams, Independent Financial Group, LLC, RCX Capital Group, LLC, Sean Whalen, and Matthew Mann CIK Number 0002074085 Filed Document 0002074085-25-000008 Exclusions or Exemptions 506b Accepted Date 2025-10-14 09:43:38 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Equity
Griffin Capital (Heritage - Gonzales, LA) DST See All Filings	D/A	2025-09-26 09:47:21 UTC
Amount To Be Raised $37,129,367 Associated Brokers / Dealers Stacey Morimoto, Greg McEwin, Ivan West, Frank Kuiper, Jeffrey Proeh, DFPG Investments, LLC, Mckenna Duncan, Peter Marzo, Roger Bowlin, Robert Butts, Gaston Escudero, Peter Roberts, Joseph Michaletz, Michael O'Toole, Dan Williams, Independent Financial Group, LLC, RCX Capital Group, LLC, and Sean Whalen CIK Number 0002074085 Filed Document 0002074085-25-000007 Exclusions or Exemptions 506b Accepted Date 2025-09-26 09:47:21 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Equity
Griffin Capital (Heritage - Gonzales, LA) DST See All Filings	D/A	2025-09-11 12:30:57 UTC
Amount To Be Raised $37,129,367 Associated Brokers / Dealers Stacey Morimoto, Greg McEwin, Ivan West, Frank Kuiper, Jeffrey Proeh, DFPG Investments, LLC, Mckenna Duncan, Peter Marzo, Roger Bowlin, Robert Butts, Gaston Escudero, Peter Roberts, Joseph Michaletz, Michael O'Toole, Dan Williams, and Independent Financial Group, LLC CIK Number 0002074085 Filed Document 0002074085-25-000006 Exclusions or Exemptions 506b Accepted Date 2025-09-11 12:30:57 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Equity
Griffin Capital (Heritage - Gonzales, LA) DST See All Filings	D/A	2025-08-28 17:07:16 UTC
Amount To Be Raised $37,129,367 Associated Brokers / Dealers Stacey Morimoto, Greg McEwin, Ivan West, Frank Kuiper, John McKeon, Jeffrey Proeh, DFPG Investments, LLC, Gail Urban, Mckenna Duncan, Donovan Kelly, Peter Marzo, Roger Bowlin, Robert Butts, Gaston Escudero, and Peter Roberts CIK Number 0002074085 Filed Document 0002074085-25-000005 Exclusions or Exemptions 506b Accepted Date 2025-08-28 17:07:16 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Equity
Griffin Capital (Heritage - Gonzales, LA) DST See All Filings	D/A	2025-08-15 11:09:43 UTC
Amount To Be Raised $37,129,367 Associated Brokers / Dealers Stacey Morimoto, Greg McEwin, Ivan West, Frank Kuiper, John McKeon, Jeffrey Proeh, DFPG Investments, LLC, Gail Urban, Mckenna Duncan, and Donovan Kelly CIK Number 0002074085 Filed Document 0002074085-25-000004 Exclusions or Exemptions 506b Accepted Date 2025-08-15 11:09:43 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Equity
Griffin Capital (Heritage - Gonzales, LA) DST See All Filings	D/A	2025-08-01 09:32:46 UTC
Amount To Be Raised $37,129,367 Associated Brokers / Dealers Stacey Morimoto, Greg McEwin, Ivan West, Frank Kuiper, John McKeon, Jeffrey Proeh, DFPG Investments, LLC, and Gail Urban CIK Number 0002074085 Filed Document 0002074085-25-000003 Exclusions or Exemptions 506b Accepted Date 2025-08-01 09:32:46 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Equity
Griffin Capital (Heritage - Gonzales, LA) DST See All Filings	D/A	2025-07-17 09:53:47 UTC
Amount To Be Raised $37,129,367 Associated Brokers / Dealers Kevin Bendix, Stacey Morimoto, Greg McEwin, Zachary Hoffman, and Ivan West CIK Number 0002074085 Filed Document 0002074085-25-000002 Exclusions or Exemptions 506b Accepted Date 2025-07-17 09:53:47 UTC Type of Offering D/A Industry Other Real Estate Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Equity
Griffin Capital (Heritage - Gonzales, LA) DST See All Filings	D	2025-07-09 13:06:11 UTC
Amount To Be Raised $37,129,367 Associated Brokers / Dealers Kevin Bendix, Stacey Morimoto, and Greg McEwin CIK Number 0002074085 Filed Document 0002074085-25-000001 Exclusions or Exemptions 506b Accepted Date 2025-07-09 13:06:11 UTC Type of Offering D Industry Other Real Estate Principal Place of Business CALIFORNIA Revenue or Assets Decline to Disclose Type of Security Equity